|
2026
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$7.97M
|
-$84.8K
|
1
|
1.73%
|
Reduced
|
|
|
2027
|
Catherine Avery Investment Management
Longboat Key,
Florida
|
$7.97M
|
-$2.39M
|
1
|
3.48%
|
Reduced
|
|
|
2028
|
Tradition Wealth Management
Edina,
Minnesota
|
$7.97M
|
-$430K
|
6
|
0.49%
|
Reduced
|
|
|
2029
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$7.96M
|
+$1.96M
|
2
|
2%
|
Increased
|
|
|
2030
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$7.96M
|
+$305K
|
27
|
0.54%
|
Increased
|
|
|
2031
|
Strategic Planning Group
Bountiful,
Utah
|
$7.95M
|
+$75.3K
|
1
|
0.87%
|
Increased
|
|
|
2032
|
Exeter Financial
Scottsdale,
Arizona
|
$7.94M
|
-$1.56M
|
1
|
3.04%
|
Reduced
|
|
|
2033
|
Jones Kertz & Associates
Blaine,
Minnesota
|
$7.94M
|
-$716K
|
2
|
3.66%
|
Reduced
|
|
|
2034
|
LVW Advisors
Pittsford,
New York
|
$7.93M
|
+$55.8K
|
5
|
0.69%
|
Increased
|
|
|
2035
|
Clearstead Trust
Portland,
Maine
|
$7.92M
|
-$215K
|
11
|
1.04%
|
Reduced
|
|
|
2036
|
Sigma Investment Counselors
Northville,
Michigan
|
$7.92M
|
+$400K
|
3
|
0.39%
|
Increased
|
|
|
2037
|
Transcend Capital Advisors
Madison,
New Jersey
|
$7.92M
|
+$829K
|
11
|
0.53%
|
Increased
|
|
|
2038
|
O'Connor Financial Group
Quincy,
Illinois
|
$7.91M
|
+$107K
|
1
|
2.8%
|
Increased
|
|
|
2039
|
Square Peg Capital
Surry Hills, NSW,
Australia
|
$7.9M
|
+$810K
|
1
|
10.36%
|
Increased
|
|
|
2040
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$7.89M
|
-$38.5K
|
3
|
4.31%
|
Reduced
|
|
|
2041
|
Science & Technology Partners
New York
|
$7.89M
|
-$23.8M
|
5
|
1.33%
|
Reduced
|
|
|
2042
|
Dynamic Technology Lab
Singapore
|
$7.88M
|
+$2.72M
|
9
|
1.76%
|
Increased
|
|
|
2043
|
SONA Asset Management (US)
New York
|
$7.88M
|
+$6.48M
|
2
|
0.17%
|
New
|
|
|
2044
|
Quotient Wealth Partners
Dallas,
Texas
|
$7.87M
|
+$380K
|
6
|
0.19%
|
Increased
|
|
|
2045
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$7.87M
|
-$142K
|
3
|
2.12%
|
Reduced
|
|
|
2046
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$7.87M
|
-$281K
|
2
|
2.35%
|
Reduced
|
|
|
2047
|
Burkehill Global Management
New York
|
$7.86M
|
$0
|
2
|
0.28%
|
Maintained
|
|
|
2048
|
Jericho Financial
Westerville,
Ohio
|
$7.86M
|
-$1.84M
|
1
|
4.07%
|
Reduced
|
|
|
2049
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$7.81M
|
$0
|
1
|
0.74%
|
Maintained
|
|
|
2050
|
Stance Capital
Boston,
Massachusetts
|
$7.81M
|
+$703K
|
5
|
2.38%
|
Increased
|
|